Utilities SPDR shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 3.7k | 87.21 |
| 2025-06-30 | $305k | 3.7k | 81.66 |
| 2025-03-31 | $311k | 3.9k | 78.85 |
| 2024-12-31 | $299k | 3.9k | 75.69 |
| 2023-12-31 | $524k | 8.3k | 63.33 |
| 2022-12-31 | $681k | 9.7k | 70.50 |
| 2016-09-30 | $288k | 5.9k | 49.05 |
| 2016-06-30 | $330k | 6.3k | 52.41 |
| 2016-03-31 | $319k | 6.4k | 49.60 |
| 2015-12-31 | $226k | 5.2k | 43.29 |
More positions owned by Donaldson Capital Management
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